Courses
Hold on to your hats because we're about to shake up the world of financial planning.
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*Yawn* Tired of seeing generic objectives?
Financial planning has come a long way as a profession. So why do so many client files still have terrible objectives? I want “long-term growth”, “access to a managed portfolio” or “tax efficiency” said no client ever!
With Goals Based Planning, your advisers and paraplanners will learn the difference between transaction requests and goals. We’ll give them techniques to draw out a client’s real goals, the motivation behind them and what has made them decide to act now. Once you become a Goals Based Planning firm, you’ll never look back. Your advisers and paraplanners won’t just walk away with a head full of theory; oh no, they’ll be armed with practical skills to hit the ground running and put Goals Based Planning into action.
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Goals Based Planning for Technical Specialists
On this five hour long, highly interactive online workshop, you’ll learn everything you need to work effectively with financial planners who practice goals based planning.
Goals based planning is the future and with this course, you’ll be the Technical Specialist/Paraplanner that every goals based planner wants to work with!
How we work our Melo magic
Through a combination of online learning and interactive workshops, we help your advisers truly understand Goals-Based Planning. Our full-day workshop covers:
Transaction requests vs goals
Most clients initially come with a transaction request; a desire for you to help them complete a short-term action. We teach advisers to tell the difference between these transactional requests and true long-term goals.Questioning techniques
To get to the real goal, you must ask the right questions. We provide you with techniques to make clients realise their goals and paint a picture of their future. Once they have this, it's easier to discuss long-term strategies.Building and reviewing a goals based plan
Once you’ve discovered a client’s goals, it's time to build a plan centred around them. When that plan is in place, we show how to use annual reviews to ensure the client is still on track to achieve their goals. If they are, investment performance doesn’t really matter. Imagine that!
Technology leads the way
All our courses start with online learning through an easy-to-use app. This gives people a convenient way to understand the theory of Goals-Based Planning anytime, anywhere. The online learning can be revisited as many times as required to cement the core concepts.
We host virtual classrooms year-round for people to learn together with others from different firms. Or, opt for a personalised, in-person workshop tailored to your advisers’ needs and your firm’s requirements.
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Pete Summerbee
Training & Competence Manager
Rob Lunn
Debbie Brindley
Marketing Manager
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